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Modera Wealth Management - Financial Advisors & Financial Planners - Lehigh Valley, PA
7540 Windsor Dr # 205, Allentown
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Awesome Folks!
I was with another group, for 5 years, I left them for Modera...Edwin and his entire staff excel in customer service and understanding the financial needs to meet clients goals.
They are excellent at communicating changes, and reviewing folios throughout the year.